Bellsouth Savings And Security Plan — Form 5500 plan (Bellsouth, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bellsouth Savings And Security Plan is a benefit plan reported by Bellsouth, LLC under EIN 58-1533433 and plan number 004. The latest loaded filing year is 2023. The filing reports 17,222 participants and $2,328,607,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bellsouth, LLC
- EIN
- 58-1533433
- Plan number
- 004
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 17,222
- End-of-year plan assets
- $2,328,607,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 17,222 | H, C | 20241009164802NAL0010855123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,328,607,000
- Total liabilities (EOY)
- $1,611,000
- Net assets (EOY)
- $2,326,996,000
- Net assets (BOY)
- $2,135,362,000
Income & contributions
- Employer contributions
- $14,465,000
- Participant contributions
- $56,885,000
- Total contributions
- $74,818,000
- Total income / additions
- $398,145,000
Expenses & distributions
- Benefits paid
- $205,990,000
- Administrative expenses
- $1,218,000
- Total expenses
- $207,208,000
- Net increase / (decrease)
- $190,937,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Financial Engines, Inc. | NONE | $353,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | NONE | $263,000 | $40,776 | 2023 |
| Blackrock Financial Management Inc. | NONE | $295,000 | $0 | 2023 |
| At&T Inc. | PLAN SPONSOR | $123,000 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $52,000 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $43,000 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $24,000 | not reported in the loaded dataset | 2023 |
| Pwc Us Tax Llp | NONE | $18,000 | not reported in the loaded dataset | 2023 |
| Cem Benchmarking | NONE | $16,000 | not reported in the loaded dataset | 2023 |
| Directpath LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
| Fleishman Hillard Inc | NONE | $11,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Bellsouth, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Financial Engines, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Blackrock Financial Management Inc. — Schedule C compensation
- At&T Inc. — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- Pwc Us Tax Llp — Schedule C compensation
- Cem Benchmarking — Schedule C compensation
- Directpath LLC — Schedule C compensation
- Fleishman Hillard Inc — Schedule C compensation